1Y
+11.18%
3Y
-
5Y
-
Since Inception
+21.42%
Sharpe
0.72
Sortino
1.24
Max Drawdown
-19.87%
Volatility
25.80%
Alpha
+28.51%
provisional: short history
Beta
1.53
provisional: short history
Info Ratio
1.89
provisional: short history
Up / Down Capture
231 / 105
provisional: short history
NAV (last ~1 year)
Fund details
AMCMotilal Oswal
Fund manager-
Data from2024-11-25
AUM₹85 Cr (January - March 2026)
Expense ratio (Direct)0.79%
Minimum lumpsumRs 500
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Index Fund
1Y
#12 of 325
Top 4%
3Y CAGR
-
5Y CAGR
-
Sharpe
#15 of 293
Top 5%
Data quality flags
- Alpha/beta are based on only 18-23 months of history (below the 24-month confident threshold) and are provisional.